+226.5%
WELL vs EXPE
+40.1%
+186.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +3.5% | -13.3% | +16.8% | +4.9% |
| 30D | +9.7% | -5.5% | +15.2% | +10.2% |
| 3M | +4.8% | -16.5% | +21.3% | +6.4% |
| 6M | +16.1% | +13.1% | +3.0% | +13.9% |
| YTD | +34.7% | -8.0% | +42.7% | +34.4% |
| 1Y | +31.9% | +1.1% | +30.8% | +29.7% |
| 3Y | +209.9% | +131.2% | +78.7% | +159.2% |
| 5Y | +226.5% | +39.8% | +186.8% | +192.1% |
| All | +226.5% | +40.1% | +186.5% | +192.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded EXPE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling